Crm database manager temp jobs

We are recruiting for a temporary grant services coordiantor for a member body You will be the first point of contact for the grants and beneficiary-related activities of the organisation. This includes being a key point of contact for beneficiaries and supporting the administrative elements associated with this.

Hybrid role min 3 days in the office

The Role
Acting as an initial point of contact for the Grants and Services Team for beneficiaries, potential applicants, and those interested in our services. Responding promptly and advising contacts on appropriate next steps.
Advising applicants on eligibility, our processes, and application requirements.
Supporting applicants to complete application forms and provide supporting documentation. Making an initial assessment of their eligibility for support. Reviewing processes, ensuring that these promote accessibility and are straightforward for applicants and beneficiaries.
Managing the data stored on Beacon to ensure quality and consistency. Reviewing and developing data management processes.
Recording all interactions relating to beneficiaries and service users on Beacon, the charitys CRM system. Updating Beacon with notes and actions.
Providing administrative and coordination support across the range of grants and services activities delivered by the charity, new programmes and services, and the team, as well as other functions of the charity during periods of staff leave or other absences
Supporting the wider team in preparing for Grants & Services meetings, circulating the meeting papers to members. Attending meetings and recording decisions made.

The Candidate
Experience of working and communicating with clients or service users Experience of using a case management system or database
Experience of data management, reporting and handling and processing data within the requirements of GDPR
Strong understanding of Safeguarding
Excellent communication skills, both written and verbal
Highly proficient in the use of IT, including with Microsoft Office
Excellent time management skills to manage various priorities simultaneously
Strong attention to detail and accuracy in handling data and documentation

IMPORTANT NOTE

Our aim is to respond to all successful applications within 5 days. If you havent been contacted within 5 days your application has been unsuccessful and your details will not be held further but we positively encourage you to apply for any other positions that you may see in the future.

We apologise that we cannot contact everybody in person but thank you in advance for your interest.

Third Solutions encourages applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Third Solutions acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003.

Robertson Bell is pleased to be partnering with Education Support in their search for a Part-Time Finance & Data Manager to join their team in this newly created role, on a 0.8 FTE basis. Education Support is the only UK charity dedicated to supporting the mental health and wellbeing of teachers and education staff in schools, colleges and universities.

The purpose of the Finance and Data Manager role is to support their financial and operational decision-making processes. Reporting directly to the Head of Finance and Data Systems, this role is responsible for the timely and accurate production of management accounts and data reporting across the organisation. The Finance and Data Manager will be required to use their strong financial acumen, technical proficiency in data analysis tools, and ability to communicate insights clearly to stakeholders.

The organisation:

Education Support was established nearly 150 years ago. They were set up by teachers, for teachers. They’re here for everybody working within education, across all four nations of the United Kingdom. Their mission is to improve the mental health and wellbeing of teachers and education staff. They believe that better wellbeing leads to better education. This leads to better life chances for everyone.

So far, Education support has reached 116,134 school & college staff, answered 6730 calls via their helpline, and awarded 737 financial grants. They also carry out research and advocate for changes in Government policy for the benefit of the education workforce.

The key duties of the Part-Time Finance & Data Manager are as follows:

• Lead the preparation of monthly, quarterly, and annual management accounts, including variance analysis and commentary.
• Lead on day-to-day financial operational activity
• Support budgeting and forecasting processes in collaboration with departmental leads.
• Manage accruals, prepayments, and reconciliations to ensure financial accuracy.
• Assist with year-end audit preparation and liaise with auditors as required.
• Implement and maintain robust financial controls and processes.
• Support and advise budget holders on management accounts review/analysis.
• Develop and maintain a suite of reports to assist in monitoring performance, impact and strategic decision-making.
• Extract, clean, and analyse data from multiple systems to provide actionable insights.
• Work closely with internal stakeholders to understand data needs and develop reporting solutions.
• Identify opportunities for automation and efficiency in reporting processes.
• To consider and implement process system improvements to improve user experience and enhance finance processing

The successful candidate will have:

• Proven experience in management accounting and financial reporting.
• Experience with accounting systems (e.g. Xero, Sage, SAP, or similar).
• Excellent analytical and problem-solving skills with a keen eye for detail.
• Strong communication skills and the ability to present complex data in a clear, concise manner.
• Relationship building skills, both in the team and across the organisation.

This role will officially be based out of their offices in Holloway, however flexible working arrangements are on offer, with up to 60% of the week eligible to be worked from home.

Please note that this role is being offered on a 0.8 FTE basis, however candidates seeking a full time role with strong experience may still be considered.

Applications are open until Sunday 26^th October, with first stage interviews due to take place the week commencing 3^rd November. CVs will be under continuous review in advance of this data so apply today to make sure you don’t miss out!

Fundraising and Impact Lead

Salary: £31,625 - £34,106 pro-rata (depending on experience and FTE)

Contract: 12 month fixed term contract, with a possibility of a further 6 month extension depending on organisational need 

Start Date: Early December 2025 (Specific date to be agreed)

Location: This is a blended-working role with two days per week at our office in Finsbury Park (Tuesday-Thursday) during term time and the flexibility to work from home during school holidays. Occasional travel to schools and events will be required. 

Working Pattern: 37.5 hours per week. Our core hours are 09:30 - 16:00 from Monday to Friday. 

About the Role

The Fundraising and Impact Lead will play a key role in growing our fundraising efforts and ensuring robust impact reporting. As we move into the next phase of our 5 Year Strategy, this is an exciting time to work across two strategic priority areas and contribute to our partnership’s success. 

As an organisation we are focused on developing our fundraising programme, and you will take an active part in identifying and researching potential donors, developing solicitation plans, and supporting the preparation of bids, reports, and core fundraising materials. 

As the organisation transitions to a new Salesforce environment, this role will support the continued maintenance of our existing system and its users. This role will be instrumental in ensuring operational continuity by managing data effectively and supporting the users of the system, including generating insightful reports, and maintaining system performance during the interim period with the support of an external partner.

This role is suitable for somebody who combines analytical problem solving skills with excellent relationship management, and approaches both with meticulous attention to detail. We are looking for someone who is proactive in refining systems and dashboards, and can work confidently with internal and external stakeholders. The ideal candidate will demonstrate a strong willingness to take ownership of their learning and development, actively seeking out opportunities to grow their skills and stay ahead of emerging trends.

Key Responsibilities

Reporting to the Innovation and Fundraising Manager, the Fundraising and Impact Lead will have the following key areas of responsibility and will be expected to undertake other responsibilities commensurate with the role as requested:

Securing funding support

• Take an active role in pipeline research and identifying donors to pursue.

• Develop prospect solicitation plans, working with senior team members to implement them.

• Support the development of written bids and reports.

• Develop core assets to support our fundraising efforts.

Donor management

• Maintain accurate donor records, ensure prompt acknowledgement of donations and all reporting requirements are met.

• Ensure that funders are receiving all necessary comms, including updates, new CP reports, and invitations to events, collaborating with the Marketing and Communications Lead.

Fundraising tracking and impact reporting

• Support the development of fundraising systems to track income and key relationships, maintaining and developing dashboards and reports, and supporting the team to make best use of data.

• Work across the team to gather impact data as required for bids and reporting, devising systems to streamline this.

Data management

• Complete regular imports to keep our data up to date.

• Ensure data integrity through data cleansing, deduplication, and validation tasks.

• Monitor system usage and user activities to ensure compliance with data policies.

• Support with data analysis requests to demonstrate our impact as an organisation, utilising Excel / Google Sheets.

CRM maintenance

• Coordinate with external developers to resolve any issues reported by users, and ensure the smooth running of our integrated systems (e.g. FormAssembly, Zapier).

• Support end-user training and onboarding to promote best practices.

• Create and maintain reports and dashboards, assisting the team where necessary.

Person Specification

Specific skills and attitudes we are looking for in an applicant are as follows.

Essential:

• As one of our cadre of leads, you will be a role model for our values at all times and a cultural lead within the team.

• Strong project management and organisational skills (a ‘completer-finisher’).

• Collaborative, methodical problem solving approach to challenges as they arise.

• Ability to prioritise effectively to meet competing demands and work under pressure, through excellent organisation and time management.

• Outstanding attention to detail, and pride in your work.

• Excellent written and oral communication skills, with the ability to deal with people diplomatically and appropriately, building rapport with those at varying levels of seniority.

• Experience of inputting, manipulating and interpreting quantitative and qualitative data.

• Positivity, optimism and agility - we are a small organisation and all staff are expected to contribute across the organisation (and sometimes beyond their specific job role) to ensure our success and sustainability. 

• High computer literacy - confidence and competence in using GSuite, Microsoft programmes and databases.

• Self-starter willing to learn and seek out new knowledge/skills within the data and systems and fundraising spheres to continue to improve.

• A passion for education, and a desire to make a difference.

Desirable:

• Some experience with Salesforce, including knowledge of basic terminology, and experience with integrated platforms, such as FormAssembly and Zapier

• Understanding of data quality and cleanliness principles.

• Some knowledge of report and dashboard building in Salesforce / Excel / Google Sheets.

• Able to use formulas in Excel / Google Sheets for data manipulation and analysis.

• An ability to effectively translate technical aspects to stakeholders of varying experience level.

How to apply

Please click the link above to submit your application on Hireful by 10am on Thursday 30th October 2025. You will be asked to upload your CV and answer four competency and scenario-based application questions.

Interviews will take place 3rd, 5th and 6th November 2025 - (details will be confirmed near time). 

 About us  

The Barbican is an arts, learning, and conference centre in the heart of the City of London.   
  
We’re passionate about showcasing the most exciting art from around the world, pushing traditional artistic boundaries and helping us understand our lives in new and unexpected ways. Each year we present thousands of different performances, events and exhibitions that entertain and inspire millions of people, create connections, provoke debate, and reflect the world we live in.  

We’re rooted firmly in our neighbourhood, collaborating with local communities to create joyful celebrations of the stories and places they care about, while putting the City of London on the map as a destination for everybody. Central to our purpose is supporting emerging talent, shaping opportunities that will accelerate the next generation of creatives.  

As a purpose-driven organisation, our values inform our work as well as our everyday decisions. We want to ensure that creativity, inclusion, community, and enterprise are an essential part of the Barbican. By underpinning everything we do with our organisational values, by being inclusive, connected, sustainable, and daring, and by approaching our work in a joyful way, we hope that being part of the Barbican community will become a positive, life-enhancing experience for everyone.  

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We’re looking for someone with a passion for fundraising and the systems and processes that make it thrive.

As the Barbican enters an exciting new era under new leadership, there couldn’t be a better time to join us. We’re focused on the future: opening up access to the arts, transforming our building through the Barbican Renewal programme, and reimagining what an arts centre can be through our Artistic Vision for 2025–2030.

The Development Officer, Operations will play a key role in supporting this transformation. Working at the heart of our Development team, you’ll help ensure the systems, processes and data that underpin our fundraising are efficient and robust, enabling the Barbican to deliver its ambitious artistic, learning and community programmes.

This is an excellent opportunity for someone looking to build on their fundraising experience and contribute to the work of an exciting multi-arts venue at a pivotal moment. The successful candidate will be a strong analytical thinker who can work with multiple systems and manage projects simultaneously. You’ll be supported to gain experience across the full spectrum of fundraising activity while helping to shape the systems and processes that underpin the department’s success.

The Development Officer, Operations supports our fundraising goals in these key areas:

• Supporter CRM database (Spektrix) 
   
• Gift administration 
   
• Audience giving fundraising 
   
• Reporting and insight 
   
• Data governance and compliance 
   

This operational support underpins the success of the Development department and plays a crucial role in the growth and effectiveness of an ambitious fundraising team.

Working closely with the Development Manager (Operations), you’ll help ensure the department’s fundraising systems, processes and data are managed effectively. You’ll also contribute to the delivery of Audience and Appeal fundraising strategies, supporting initiatives that engage our audiences and inspire giving.

This role offers the opportunity to join a growing team within a dynamic cultural institution, with scope to create, shape and implement new processes that help the team achieve financial growth in support of the Barbican’s ambitious and exciting future.

If you’re inspired to help shape the future of the Barbican by strengthening the systems and insights that power our fundraising, we’d love to hear from you.

The Barbican offers an excellent range of staff benefits. 

To apply click on the 'Apply Online' button below.

Deadline for applications is 9:00 am, Friday 31st October 2025.  Please note that we are unable to accept late applications. 

We regret that we are unable to provide feedback on your application.

The City of London Corporation want to ensure that everyone has the opportunity to thrive in the work that we do. The City of London Corporation is currently undergoing a programme ensure that our pay and reward practices are competitive and equitable across the whole organisation – and is committed to regularly benchmarking and reviewing pay against external sectors.

As part of our commitment to increasing the diversity of staff within the Barbican we are particularly keen to encourage applications from people from groups that are currently underrepresented, including people from the Global Majority* and D/deaf and disabled people. We want to better reflect and understand the communities we exist to serve. We are members of the Disability Confident Scheme and guarantee to interview all disabled candidates who would like to be considered under this scheme and who meet the minimum essential criteria for the role. Please contact us if you require reasonable adjustments as part of the application process.

*Global Majority is a collective term that refers to people who are Black, Asian, Brown, dual-heritage, indigenous to the global south, and or, have been racialised as 'ethnic minorities'.

Walsall Council are once again exclusively partnering with Robertson Bell on a recruitment campaign for a Lead Accountant (Capital) on a permanent basis. At Walsall Council, we’re transforming, and so are our Financial Services. We’re changing the way the council works so that we can provide an even better customer experience, increase staff satisfaction, and improve our service performance. It’s all about achieving the very best for our colleagues, customers and communities.

Reporting into the Strategic Finance Business Partner, this post will lead an established capital finance team, providing proactive and independent support to directorates while overseeing all financial aspects of the Council’s ambitious Capital Programme. This role will ensure the effective monitoring, budget setting, close down, and risk management of capital activity, while delivering robust financial appraisals and cost-benefit analyses to support decision-making.

The organisation:
Walsall is situated within the West Midlands and is one of four Local Authorities comprising the Black Country. It contains six urban district centres: Walsall Town Centre lies at the heart of the Borough, surrounded by Aldridge, Bloxwich, Brownhills, Darlaston and Willenhall. The Borough covers 40sq miles and is bisected by the M6 motorway.

In addition, we provide an attractive employment package that includes a generous annual leave entitlement of up to 29 days (which rises to 34 days after 5 years continuous local government service), a flexible working scheme that allows up to a further 12 days leave per year, working from home opportunities with emphasis on an optimum work life balance arrangement and a career average pension scheme. We are committed to being an inclusive employer and we are happy to consider flexible working arrangements.

The key duties of the Lead Accountant (Capital) will be:

• Lead a small finance capital team, ensuring high-quality service delivery across the Council’s ambitious Capital Programme.
• Co-ordinate capital monitoring, close down, and budget setting processes, ensuring accuracy and timeliness.
• Provide robust financial appraisals and cost-benefit analyses for business cases to support senior decision-making.
• Identify and manage financial risks across the Capital Programme, liaising closely with directorate management.
• Present complex financial information to Senior Managers, Executive Directors, scrutiny panels and public meetings.
• Act as a key link between service accounting/finance managers, ensuring resources are effectively planned and utilised.
• Continuously review and improve financial processes and systems to enhance efficiency and value for money.
• Deputise for senior finance managers as required, representing the Council at regional meetings and projects.

The successful candidate will have:

• Full membership of CIMA, CCAB or equivalent, with post-qualification experience.
• A strong technical background with proven experience in capital accounting, financial reporting, and risk management.
• Demonstrable experience of managing and developing staff.
• The ability to communicate complex financial information to a wide range of stakeholders, both financial and non-financial.
• Experience of treasury, audit or statutory accounts would be advantageous.
• Ideally, a background in the public sector, but this is not essential.

The closing date for applications is Sunday 26^th October, with first stage interviews due to take place the week commencing 3^rd November. Applications will be under continuous review before the closing date, so please submit your CV to our exclusive search agent Robertson Bell ASAP to avoid disappointment.